When sending a document you have the option to enter a message to your recipients. This message appears in the email that your recipients receive and should be used as a way to provide more information about the context of the document.

When your document is being sent to more than one recipient there may be a need to customise this message for each individual, this can be done by using private messages.

How to add a private message

  1. Follow the process of sending a new document.
  2. When you are reviewing your document, click Add private messages underneath the message to recipients text box.
  3. In the new window, select which recipient you would like to enter a private message for and enter your message.
  4. Click Save to save your changes.

When using the private messages feature as well as the message to recipients box, the private message will always take precedence.